PRITX vs. OTCAX
PRITX (T. Rowe Price International Stock Fund) and OTCAX (MFS Mid Cap Growth Fund) are both mutual funds - PRITX is a Foreign Large Cap Equities fund managed by T. Rowe Price, while OTCAX is a Mid Cap Growth Equities fund managed by MFS. Over the past 10 years, PRITX returned 7.62%/yr vs 11.54%/yr for OTCAX. Their 0.63 correlation means they have sometimes moved together and sometimes differently. PRITX charges 0.84%/yr vs 1.00%/yr for OTCAX.
Performance
PRITX vs. OTCAX - Performance Comparison
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Returns By Period
In the year-to-date period, PRITX achieves a 9.44% return, which is significantly higher than OTCAX's 2.18% return. Over the past 10 years, PRITX has underperformed OTCAX with an annualized return of 7.62%, while OTCAX has yielded a comparatively higher 11.54% annualized return.
PRITX
- 1D
- 3.13%
- 1M
- -0.26%
- 6M
- 4.91%
- YTD
- 9.44%
- 1Y
- 17.24%
- 3Y*
- 10.72%
- 5Y*
- 4.86%
- 10Y*
- 7.62%
- ALL TIME*
- 6.25%
OTCAX
- 1D
- 2.10%
- 1M
- -3.22%
- 6M
- 2.83%
- YTD
- 2.18%
- 1Y
- -1.26%
- 3Y*
- 11.20%
- 5Y*
- 3.22%
- 10Y*
- 11.54%
- ALL TIME*
- 8.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PRITX vs. OTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRITX T. Rowe Price International Stock Fund | 9.44% | 18.36% | 3.44% | 16.43% | -15.74% | 1.46% | 14.63% | 28.40% | -14.03% | 26.38% |
OTCAX MFS Mid Cap Growth Fund | 2.18% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | 0.82% | 25.95% |
Correlation
The correlation between PRITX and OTCAX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 1993 | 0.63 |
The correlation between PRITX and OTCAX shifts across timeframes, from 0.63 (all time) to 0.79 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PRITX vs. OTCAX — Risk / Return Rank
PRITX
OTCAX
PRITX vs. OTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price International Stock Fund (PRITX) and MFS Mid Cap Growth Fund (OTCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PRITX | OTCAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.04 | ||
| Sortino ratioReturn per unit of downside risk | +1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.99 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | -0.19 | +1.34 |
| Martin ratioReturn relative to average drawdown | 4.19 | -0.46 | +4.65 |
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Drawdowns
PRITX vs. OTCAX - Drawdown Comparison
The maximum PRITX drawdown since its inception was -61.38%, smaller than the maximum OTCAX drawdown of -74.39%. Use the drawdown chart below to compare losses from any high point for PRITX and OTCAX.
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Drawdown Indicators
| PRITX | OTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.38% | -74.39% | +13.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -16.46% | +3.05% |
Max Drawdown (3Y)Largest decline over 3 years | -15.03% | -21.05% | +6.02% |
Max Drawdown (5Y)Largest decline over 5 years | -32.04% | -36.85% | +4.81% |
Max Drawdown (10Y)Largest decline over 10 years | -33.02% | -36.85% | +3.83% |
Current DrawdownCurrent decline from peak | -2.33% | -5.51% | +3.18% |
Average DrawdownAverage peak-to-trough decline | -15.89% | -23.03% | +7.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 6.60% | -2.92% |
Volatility
PRITX vs. OTCAX - Volatility Comparison
T. Rowe Price International Stock Fund (PRITX) has a higher volatility of 5.69% compared to MFS Mid Cap Growth Fund (OTCAX) at 4.82%. This indicates that PRITX's price experiences larger fluctuations and is considered to be riskier than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRITX | OTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.69% | 4.82% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 15.80% | 14.58% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 17.73% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.38% | 20.39% | -4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 20.02% | -3.65% |
PRITX vs. OTCAX - Expense Ratio Comparison
PRITX has a 0.84% expense ratio, which is lower than OTCAX's 1.00% expense ratio.
Dividends
PRITX vs. OTCAX - Dividend Comparison
PRITX's dividend yield for the trailing twelve months is around 8.89%, less than OTCAX's 16.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 16.40% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
PRITX T. Rowe Price International Stock Fund | 8.89% | 9.73% | 1.15% | 1.10% | 0.95% | 7.35% | 1.52% | 3.06% | 7.31% | 3.48% | 0.98% | 1.37% |
Frequently Asked Questions
PRITX and OTCAX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PRITX has higher volatility (5.69%) compared to OTCAX (4.82%). In terms of maximum drawdown, PRITX dropped -61.38% vs OTCAX's -74.39%.
PRITX currently has the higher Sharpe Ratio (0.86 vs -0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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